Trials & protocols

A trial in Bond holds eligibility criteria, an AI agent configuration, an enrollment target, and optionally an attached protocol document. Once created, Bond automatically searches your connected patient records for candidates and scores each one against the criteria.

The Trials tab opens to a grid of every active trial. Each card shows enrollment progress, phase and status badges, sponsor, and site. A Trial Enrollment Comparison chart sits above the grid so you can see all trials side-by-side before drilling into one. Click any card to open that trial's detail view.

Upload a protocol

The fastest way to create a trial is to upload the protocol document directly.

1. 1

   Open the New Trial panel

   Click + New Trial in the top-right of the Trials grid.
2. 2

   Upload your protocol

   Drop in a PDF, Word document, or plain text file. Large files go directly to secure storage with no size restriction.
3. 3

   Watch it process

   Bond reads the document and extracts the trial name, sponsor, phase, diagnostic codes, and every eligibility criterion. If you've uploaded this protocol before, it completes in seconds from cache.
4. 4

   Review and confirm

   The Trial Review panel opens when processing finishes. Edit any field, reword criteria, or adjust the agent script, then click Confirm to save and start matching patients.

Create manually

Use the same New Trial panel but skip the upload step. Fill in the trial name, sponsor, phase, indication, enrollment target, and at least one eligibility criterion. You can attach a protocol document later and re-run the extraction at any time.

Patients, Reports & History

Selecting a trial opens a detail view with three sub-tabs in the header:

• Patients — the candidate table with eligibility scores, status filters, and the detail panel for placing calls. This is the default tab when opening a trial.
• Reports — per-trial analytics: KPI cards, enrollment funnel with conversion rates, failing criteria chart, call conversion funnel, and coordinator activity. All figures are scoped to this trial only.
• History — a full audit timeline of protocol version changes, patient status changes, and criterion overrides. Each event is selectable to see its full detail on the right.

Editing & history

Every trial has an Edit action accessible from the trial details panel. Edits are compared to the previous version so you can see exactly what changed — field rewrites, criterion additions, removals, and script updates are all captured. The History sub-tab lists every version alongside patient status events and criterion overrides in a unified timeline. You can revert to any earlier version; restoring creates a new entry so the full history is always preserved.